---
description: Discover the best Insurance Accounting Software in New Zealand. Compare top Insurance Accounting Software tools with customer reviews, pricing and free demos.
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title: Best Insurance Accounting Software in New Zealand - 2026 Reviews, Pricing & Demos
---

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# Insurance Accounting Software

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## Products

1. [QuickBooks Enterprise](https://www.softwareadvice.co.nz/software/49801/qb-enterprise) — 4.5/5 (20613 reviews) — QuickBooks Enterprise is an accounting solution designed for SMBs across different industry verticals such as constru...
2. [QuickBooks Online](https://www.softwareadvice.co.nz/software/393202/quickbooks-online) — 4.3/5 (8393 reviews) — QuickBooks Online is a cloud-based accounting software designed to help businesses manage their finances. It offers a...
3. [Dynamics 365](https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm) — 4.4/5 (5811 reviews) — Microsoft Dynamics 365 is a cloud-based CRM ecosystem for small, medium and enterprise organizations, with a focus on...
4. [NetSuite](https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition) — 4.2/5 (2003 reviews) — NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and ...
5. [Wave](https://www.softwareadvice.co.nz/software/18767/wave) — 4.4/5 (1720 reviews) — Online accounting software that provides features including invoicing, billing, payment tracking, payroll management,...
6. [QuickBooks Online Advanced](https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced) — 4.4/5 (1037 reviews) — QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses...
7. [Zoho Invoice](https://www.softwareadvice.co.nz/software/435103/zoho-invoice) — 4.7/5 (822 reviews) — Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking...
8. [Zoho Books](https://www.softwareadvice.co.nz/software/392386/zoho-books) — 4.4/5 (672 reviews) — Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire or...
9. [TimeSolv Legal Billing](https://www.softwareadvice.co.nz/software/423485/timesolvpro) — 4.7/5 (647 reviews) — TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants...
10. [Sage Intacct](https://www.softwareadvice.co.nz/software/1710/sage-intacct) — 4.3/5 (608 reviews) — Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management so...
11. [Sage Accounting](https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting) — 4.1/5 (571 reviews) — Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offer...
12. [Patriot Accounting](https://www.softwareadvice.co.nz/software/33482/patriot) — 4.7/5 (420 reviews) — Patriot Accounting offers accounting software for American businesses and accountants. Patriot Accounting is affordab...
13. [Sage 100](https://www.softwareadvice.co.nz/software/219700/sage-100cloud) — 4.1/5 (369 reviews) — Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service com...
14. [SAP S/4HANA Cloud](https://www.softwareadvice.co.nz/software/417244/sap-s-4hana-cloud) — 4.3/5 (355 reviews) — SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for sma...
15. [Agiled](https://www.softwareadvice.co.nz/software/185149/agiled) — 4.7/5 (350 reviews) — Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project ...
16. [Elorus](https://www.softwareadvice.co.nz/software/30645/elorus) — 4.9/5 (320 reviews) — Elorus is an online invoicing, time-tracking, billing and expense management platform. At heart, it is the ideal prof...
17. [Bench](https://www.softwareadvice.co.nz/software/40575/benchbookkeeping) — 4.5/5 (312 reviews) — Bench is a web-based solution designed to help small businesses streamline bookkeeping processes via a unified portal...
18. [ePayPolicy](https://www.softwareadvice.co.nz/software/108153/epaypolicy) — 4.9/5 (247 reviews) — ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card a...
19. [Shoeboxed](https://www.softwareadvice.co.nz/software/24615/shoeboxed) — 4.4/5 (227 reviews) — Fetch Expense Reporting is a cloud-based expense tracking and reporting solution suitable for small and midsize busin...
20. [TallyPrime](https://www.softwareadvice.co.nz/software/17376/tally-erp-9) — 4.4/5 (225 reviews) — TallyPrime is a business management and accounting software designed to help organizations manage essential functions...
21. [Lendio](https://www.softwareadvice.co.nz/software/33322/lendio) — 4.5/5 (211 reviews) — Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary featu...
22. [Procurify](https://www.softwareadvice.co.nz/software/3245/procurify) — 4.6/5 (197 reviews) — Procurify is a procurement and spend management software designed to automate the intake-to-pay process for organizat...
23. [Sage 300](https://www.softwareadvice.co.nz/software/219721/sage-300cloud) — 4.0/5 (189 reviews) — Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and m...
24. [FreeAgent](https://www.softwareadvice.co.nz/software/33386/freeagent) — 4.5/5 (178 reviews) — FreeAgent is award-winning online accounting software designed specifically for small businesses, freelancers and the...
25. [Accelo](https://www.softwareadvice.co.nz/software/59422/accelo) — 4.5/5 (174 reviews) — Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations wi...

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## Related Categories

- [Architecture Accounting Software](https://www.softwareadvice.co.nz/directory/328/architecture-software/software)
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- [Engineering Accounting Software](https://www.softwareadvice.co.nz/directory/297/engineering-software/software)

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| en | <https://www.softwareadvice.com/accounting/insurance-software-comparison/> |
| en-AU | <https://www.softwareadvice.com.au/directory/301/insurance-software/software> |
| en-GB | <https://www.softwareadvice.co.uk/directory/301/insurance-software/software> |
| en-IE | <https://www.softwareadvice.ie/directory/301/insurance-software/software> |
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With over 200+ auto-filled templates and 70 industry-specific reports, this Quickbooks accounting software helps businesses find the QuickBooks data to solve any business issue. Quickbooks advanced inventory tools allow businesses to gain visibility and control over the inventory management process with the ability to track inventory movement, automatically scan and update inventory items, manage any purchase order/sales order from one dashboard, and plenty more.\n\nQuickBooks Enterprise also allows businesses to control, customize, and automate financial transactions with job costing tools, batch invoicing, invoice tracking, cash flow management, fixed asset tracking, sales tracking, payment processing, and more. Businesses also have to ability to scan and attach multiple documents including receipts and quotes for multiple accounting tasks. The tool enables businesses to arrange documents into categories and keep track of important accounting files. This solution also maintains a change log to record changes within each document with the proper date and time stamp.\n\nQB also offers different QuickBooks software such as QuickBooks Premier and QuickBooks Pro that includes include different functionality and features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/90cac4f1-9eba-4d30-9949-91da634d4da5.png","url":"https://www.softwareadvice.co.nz/software/49801/qb-enterprise","@type":"ListItem"},{"name":"QuickBooks Online","position":2,"description":"QuickBooks Online is a cloud-based accounting software designed to help businesses manage their finances. It offers a range of tools to automate financial tasks such as bookkeeping, invoicing, payments, payroll, and more. The software features a mobile application that allows users to access their business information on-the-go.\n\nQuickBooks Online caters to a variety of businesses, from freelancers and startups to professional services firms and product-based companies. 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Dynamics 365 also offers strong API capabilities to help integrate to your other critical systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a5d35bcd-e674-49ae-b851-7c2579a7969f.jpeg","url":"https://www.softwareadvice.co.nz/software/106335/microsoft-dynamics-crm","@type":"ListItem"},{"name":"NetSuite","position":4,"description":"NetSuite is an AI-powered cloud-based business management suite that incorporates ERP, financial management, CRM and eCommerce functionalities into a unified platform, helping organizations automate core processes and gain real-time visibility into operational and financial performance. It is designed to cater to multiple industries and business sizes, ranging from startups to large enterprises.\n\nNetSuite embeds AI capabilities across the suite with agents that assist and advise business leaders with new ways to simplify tasks, suggest actions and uncover business insights.\nNetSuite ERP encompasses various functions essential for business operations, including financial management, order management, inventory management, warehouse management, supply chain management and procurement. The financial management module includes accounts payable, accounts receivable, general ledger, fixed asset management, payment management and tax management. The CRM (customer relationship management) features in NetSuite cover customer service management, marketing automation and Salesforce automation. The CRM module also includes tools for configuring price quotes. Additionally, the platform offers functionalities for field service management for scheduling and dispatching, a mobile application and asset management.\n\nThe platform provides professional services automation that helps in project accounting, project management, resource management, expense management and timesheet management. Additionally, these features enable businesses to manage their human resources and projects efficiently. NetSuite includes an analytics and reporting module, providing reporting dashboards and access to a data warehouse. NetSuite supports global business management through multi-currency, multi-language capabilities and global accounting consolidation. It facilitates tax management on a global scale. Additionally, the software features modules for eCommerce and omnichannel commerce, supporting B2C and B2B eCommerce, order management, point of sale and logistics.\n\nNetSuite’s platform allows for application distribution, customization, integration, internationalization, performance monitoring, process automation and platform development. These features ensure that businesses can tailor the software to their specific needs. Additionally, the platform prioritizes application and operational security and effective data management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/76ba5be7-e39f-481e-9045-7c45d7cf6d39.png","url":"https://www.softwareadvice.co.nz/software/25483/netsuite-wholesale-distribution-edition","@type":"ListItem"},{"name":"Wave","position":5,"description":"Online accounting software that provides features including invoicing, billing, payment tracking, payroll management, finance management, credit card processing, and receipt scanning. Wave Accounting is designed to help businesses streamline bookkeeping processes. With Wave's bank reconciliation tools, businesses can manage all bank account and credit card information in real-time to improve bookkeeping. Businesses can also generate reports that include various data such as sales tax, balance sheet, cash flow, profit/loss, plus more. Wave's dashboard includes an invoicing tool that collects invoice payments.\n\nA small business owner can choose customizable invoicing templates based on unique business needs. Invoices can be sent via email and the software's credit card processing feature allows users to collect payments online. Recurring invoices and automatic payment features are available for regular customers. Wave empowers users to keep track of their business's financial health by offering accounting reports. These reports provide insights by allowing for month-to-month or year-to-year comparisons. By identifying cash flow trends, businesses can make informed decisions to navigate their financial landscape. It organizes income, expenses, payments, and invoices through the dashboard. \n\nIts security measures assist with the protection of sensitive financial data. Bank data connections are read-only and encrypted using 256-bit encryption. The servers are housed under physical and electronic protection, and Wave is PCI Level-1 certified for handling credit card and bank account information, further enhancing the security of users' financial information.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/856804b6-fbf8-426d-be08-6f4322de5d25.png","url":"https://www.softwareadvice.co.nz/software/18767/wave","@type":"ListItem"},{"name":"QuickBooks Online Advanced","position":6,"description":"QuickBooks Online Advanced is a cloud-based accounting solution that helps small to large enterprises manage expenses, projects, invoices and more. It comes with a centralized dashboard, which enables users to gain insights into business trends and organizational performance using key performance indicators (KPIs).\n\n\nQuickBooks Online Advanced allows administrators to assign tasks to sales representatives, grant access to specific users and collaborate on projects with team members. Users can capture digital copies of receipts and automatically sort transactions based on tax categories, improving financial operations. Additionally, it lets managers create custom estimates, manage recurring payments and export generated reports in various formats.\n\n\nQuickBooks Online Advanced facilitates integration with various third-party applications such as RevenueBooks, Syft Analytics, Freedom Merchants and more. Pricing is available on monthly subscriptions and support is extended via phone, documentation and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b14a841d-1dc7-47fc-bdaa-8dc4c7869fa7.png","url":"https://www.softwareadvice.co.nz/software/49805/quickbooks-online-advanced","@type":"ListItem"},{"name":"Zoho Invoice","position":7,"description":"Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses and accepting online payments.Key features include project billing, time tracking, reporting, customizable templates and, a client portaI.\n\nTeams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.\n\nIt is available in multiple languages including Arabic, Bahasa Indonesia, Bulgarian, Croatian, Dutch, English, French, German, Italian, Japanese, Korean, Chinese (Simplified), Portuguese, Spanish, Swedish, Thai, and Vietnamese.\n\nIt allows integration with various third-party applications such as Slack, Office 365, Google Workspace, and more. \n\nZoho Invoice caters to the needs of every size of business, especially small businesses. It provides an efficient invoicing solution for generating and sending professional invoices within a matter of minutes.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d30b183f-09ee-4577-8ad8-111939487f6d.png","url":"https://www.softwareadvice.co.nz/software/435103/zoho-invoice","@type":"ListItem"},{"name":"Zoho Books","position":8,"description":"Zoho Books is an end-to-end accounting solution for businesses of all sizes that manages finances across an entire organization. The system automates multiple financial processes such as accounts payable & receivable, time tracking, payroll, transaction management, inventory control and banking. Additionally, Zoho Books manages customer and supplier interactions through the client portal where customers can securely store their payment information for recurring transactions. \n\nZoho Books is a web-based system, which can be accessed from any web browser. Users can manage customers and handle customer invoices either online or by mail by automating recurring invoices, setting up payment reminders and receive payments through online payment gateways. Zoho Books can be used by businesses of any size including freelancers that need assistance with the end-to-end accounting process.\n\nZoho Books is available on both IOS and Android devices. Additionally, Zoho Books comes with automatic bank feeds, collaborative client portal, accounting and taxing, online payments, invoice templates and analytical reports. The system allows users to manage multiple time sheets of different projects and tracking of reimbursable expenses.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f466ce3f-c0e1-4a2f-a983-8ce97463455b.png","url":"https://www.softwareadvice.co.nz/software/392386/zoho-books","@type":"ListItem"},{"name":"TimeSolv Legal Billing","position":9,"description":"TimeSolv is a cloud-based legal time tracking and billing solution that caters to law firms, accountants, consultants, architects, and freelancers, helping them manage daily business operations.\n\n\nTimeSolv integrates project management features such as time tracking and assigning tasks with billing functionality, allowing users to track billable hours and budget in real time. It also provides case management features and document management tools to help organize and store data. Users can utilize a document automation feature for auto-filling standard formatted documents.\n\n\nIt offers a suite of billing functions, including invoicing, batch billing and integration with LawPay, allowing users to pay their bill online. Users can upload images of receipts to invoice files. TimeSolv also provides reports so law managers or practitioners can track their billable hours over weeks or months.\n\n\nTimeSolv offers two-way integration with QuickBooks, as well as integrations with Xero Accounting, Dropbox and NetDocuments. It offers Android and iOS apps for remote usage.\n\n\nServices are offered on a monthly subscription basis that includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/6e14c379-d15e-4c6c-ba4e-b8d8591c3bb1.png","url":"https://www.softwareadvice.co.nz/software/423485/timesolvpro","@type":"ListItem"},{"name":"Sage Intacct","position":10,"description":"Sage Intacct operates within the Sage Business Cloud portfolio as a comprehensive cloud-based financial management software, expertly designed to bring rich financial and operational insights to a variety of businesses. Recognized for its robust accounting capabilities, Sage Intacct is particularly tailored for small to midsize enterprises looking to streamline their financial processes while gaining access to real-time monetary data.\n\nFrom an architectural standpoint, Sage Intacct stands as an adaptable platform equipped to integrate with numerous other applications. This flexibility enables it to easily fit into a wide range of business ecosystems, accommodating the diverse and evolving needs of modern organizations. Central to its design is an appreciation for differing industry requirements, which Sage Intacct meets with its industry-specific solutions, thereby supporting a more personalized financial management experience.\n\nThe platform is lauded for its user-friendly interface, crafted to simplify complex financial data compilation and present it in an easily digestible format. Users are able to construct comprehensive financial reports that garner insights without requiring an extensive background in data analysis. This function is vital for companies aiming to make informed decisions quickly and with confidence.\n\nA defining trait of Sage Intacct is the commitment to financial visibility. With its advanced reporting and dashboard capabilities, stakeholders can dissect and monitor financial metrics that are critical to a business’s strategic vision, enabling leadership to pivot or accelerate with accurate backing. Moreover, Sage Intacct is engineered to scale, offering entities the assurance that the software can grow in tandem with their operations.\n\nIn accounting terms, Sage Intacct is a friend to compliance, offering a suite of features that assist businesses in adhering to accounting standards and regulations, such as GAAP, IFRS, and others. It also reinforces internal controls, helping to mitigate financial risk and establish a transparent financial environment.\n\nGiven its cloud foundation, Sage Intacct provides anywhere, anytime access to financial data, a necessity in a globalized and mobile business landscape. The security of this data is not overlooked; Sage Intacct commits to established protocols to safeguard sensitive financial information against modern threats.\n\nSage Intacct, thus, stands out as a potent tool that facilitates enhanced financial management, augments strategic decision-making capabilities, and assures compliance and security, all while offering expandability to accommodate the dynamic nature of growing businesses. It remains an integral part of the Sage Business Cloud, geared towards empowering organizations with precision and agility in their financial operations.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fe0f5e7e-e066-4ca1-a42f-67ba4ba1c9d0.jpeg","url":"https://www.softwareadvice.co.nz/software/1710/sage-intacct","@type":"ListItem"},{"name":"Sage Accounting","position":11,"description":"Sage Accounting is a cloud-based accounting and invoice management solution for small to midsize businesses. It offers accounting, project accounting, expense management and compliance management within a suite.\n\nSage Accounting manages all the documentation and processes required for business payments such as price quotes, estimates, statements and invoices. The solution offers integration with banks across the US, allowing users to import all payment transactions automatically. All information is available on a single dashboard, which allows users to stay up to date on their cash flow and pending payments.\n\nSage Accounting also features tax management, which calculates applicable taxes using transaction data. The product also offers cash flow forecasting, which allows users to estimate the cash requirements in the future based on historical transactions. The product also includes payment services, which allow users to make payments directly using Sage accounts. Users can also make payments using their PayPal accounts.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/d0ab0d87-bb3b-462a-bf21-d95b9293a76f.jpeg","url":"https://www.softwareadvice.co.nz/software/190564/sage-business-cloud-accounting","@type":"ListItem"},{"name":"Patriot Accounting","position":12,"description":"Patriot Accounting offers accounting software for American businesses and accountants. Patriot Accounting is affordable and easy to use for the non-accountant, but has powerful capabilities for accountants. \n\nPatriot Accounting includes the ability to track expenses, income, and overall financial transactions through a comprehensive Chart of Accounts system. This feature allows users to manage asset, liability, equity, income, and expense accounts with ease. The platform also enables users to create and manage unlimited customer invoices, ensuring that businesses can send, receive, and track invoices efficiently without losing oversight of financial obligations.\n\nA notable feature of Patriot Accounting is its vendor payment capabilities. Users can make unlimited payments to vendors, manage these transactions seamlessly within the platform, and even print checks directly from the system. Additionally, the software allows for the creation and printing of 1099s and 1096s for contractors, including optional e-Filing for those who prefer a digital approach to tax form submission.\n\nPatriot Accounting integrates with Stripe to facilitate credit card, Apple Pay, Google Pay, and ACH payments. This integration ensures customers can make transactions conveniently, while businesses benefit from lower transaction fees associated with ACH payments. Furthermore, the software records these payments within the accounting books, simplifying financial tracking.\n\nPatriot Accounting includes various user management and permission features, enabling businesses to add unlimited users and specify task permissions for each user. This ensures that only authorized personnel can access specific accounting functions. The software's account reconciliation feature helps compare statements against recorded transactions, ensuring discrepancies can be addressed accurately.\n\nOther functional capabilities include the creation and management of subaccounts to provide detailed transaction categorization, the ability to create and send estimates, and the option to generate recurring invoices. Patriot Accounting also supports customization of invoice templates to maintain a professional appearance while fitting the unique branding needs of a business.\n\nUsers can also get paid faster by their customers by being paid via credit card. Because of the innovative responsive software design, there is no mobile app needed.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8d4b103d-69c2-4758-ba74-74e1c2b9a635.png","url":"https://www.softwareadvice.co.nz/software/33482/patriot","@type":"ListItem"},{"name":"Sage 100","position":13,"description":"Sage 100 is a cloud-connected ERP platform for medium-sized manufacturers, distributors, and professional service companies. Finance, budgeting, planning, inventory, supply chain, production management, reporting, and CRM are all part of the functional solution.\n\nBank feeds and comparisons automatically recognize transactions that are not recorded, find errors and discrepancies, and document corrections. Data from the entire company are aggregated and can automatically be distributed to stakeholders if you need them. The click-to-pay accounting increases the cash flow and a self-service payment portal means a higher level of customer service. Mobile access at any time and at any location to important customer and provider information means faster business degrees and improved communication throughout the company.\n\nThe business object framework enables a deep adjustment that survives product upgrades. A huge ecosystem of networked solutions means that Sage 100 can be adapted to the specific requirements of individual companies.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2c74acc4-2ca0-4dbe-9870-1216e0dba010.jpeg","url":"https://www.softwareadvice.co.nz/software/219700/sage-100cloud","@type":"ListItem"},{"name":"SAP S/4HANA Cloud","position":14,"description":"SAP S/4HANA Cloud is a cloud-based and on-premise enterprise resource planning (ERP) solution. It is suitable for small, midsize and large businesses in industries such as automotive, engineering, construction, mining, research and development, retail, wholesale, public sector and utilities. Primary features include finance performance measurement, supply chain management, purchasing, contract management, lifecycle management, production cost management and accounting.\n\n\nOther features include audit trails, compliance reporting, billing, dispute management, production planning, materials requirements planning (MRP), maintenance management, quality management, product lifecycle management, research and development. It offers integration with SuccessFactors Employee Central, Ariba, SAP Financial Services, SAP Fieldglass and SAP Hybris Cloud for Customer.\n\n\nSupport is offered via email and over a phone. Other help options include preferred care, support portal, self-help portal, guided resources, online chat and online case submission. Mobile applications are available for iOS, Android and Windows phones.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b557c346-6092-4469-b559-1adc202e5270.png","url":"https://www.softwareadvice.co.nz/software/417244/sap-s-4hana-cloud","@type":"ListItem"},{"name":"Agiled","position":15,"description":"Agiled is an all in one business management platform. It comes with built-in CRM, HRM, Financial Management, Project Management and Time Tracking. Users can manage all of their business in one place and provide a client portal access to their customers.\n\nAgiled can be customized according to the business needs. Users can manage projects and invite their team to update tasks and progress. Support is extended via live chat, email, documentation, FAQs and an inquiry form.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b49fc8e8-9267-4c6f-93e1-27bfd97995cc.png","url":"https://www.softwareadvice.co.nz/software/185149/agiled","@type":"ListItem"},{"name":"Elorus","position":16,"description":"Elorus is an online invoicing, time-tracking, billing and expense management platform. At heart, it is the ideal professional solution for every freelancer, small business and creative agency. Since 2014, Elorus has been working hard to be a trustworthy ally that successfully tends to every modern professional's business needs.\n\n\nWith Elorus by your side, you are just a few steps away from creating and sending flawless professional estimates and invoices to your clientele. Users can have a close look at their team's projects, billable/non-billable hours and tasks. \n\n\nElorus helps staff members be an expense expert and manage budgets like a pro. Teams can get paid online through trusted payment processors, use the dedicated portal to share progress with clients, make educated decisions based on detailed reports and feel safe that they will receive the optimum customer service.\n\n\nGet started with the product's free plan, monthly or yearly subscription and find out how Elorus can assist your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a6ce59a8-4967-4af3-81bc-763ee044fef8.png","url":"https://www.softwareadvice.co.nz/software/30645/elorus","@type":"ListItem"},{"name":"Bench","position":17,"description":"Bench is a web-based solution designed to help small businesses streamline bookkeeping processes via a unified portal. By integrating seamlessly with small business accounts, the software ensures that books are accurate, organized, and ready for tax preparation.\n\nThe software allows users to access visual reports showcasing revenue, expenses, and profits over time. This feature provides a clear snapshot of a business's financial health and helps maintain control over cash flow. By offering real-time data visualization, Bench ensures that users are up-to-date with financial performance and well-equipped to make informed business decisions.\n\nUsers can access the Bench platform via iPhone or desktop application. The application allows users to monitor cash-flow and financial health by generating intuitive expense reports, income statements, financial analysis, and more. It comes with a built-in message feed, which lets users connect and discuss financial queries with a team of financial advisors via text messages. With Bench taking care of the bookkeeping tasks, users can focus on growing business. By automating essential accounting processes, it eliminates the need for manual data entry and calculation. The platform provides all the necessary documentation for filing taxes on time. \n\nBench stands out as a comprehensive and user-centric solution for small businesses seeking to optimize their financial management processes. With its interface, support, and features, the platform empowers users to take control of their finances, make informed decisions, and unlock growth opportunities for their businesses. The pricing includes monthly and annual subscription plans and support is provided via chat, email, FAQs and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ca09314b-a39d-4491-be36-6a44a33a33c8.png","url":"https://www.softwareadvice.co.nz/software/40575/benchbookkeeping","@type":"ListItem"},{"name":"ePayPolicy","position":18,"description":"ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, control user permissions, and check transaction status in real time.\n\nePayPolicy provides organizations with a payment page and allows them to add a custom logo and colors in sync with their brand. Clients can also upload documents through their payment page and set up recurring payments. Managing general agents (MGAs) can use the batch processing functionality to send electronic commissions and refund checks to agents and partners. \n\nePayPolicy offers an API, which lets businesses integrate the system with several third-party platforms such as FinancePro, Veruna, Jetfile, Novidea, QQCatalyst, Sagitta, and more.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a8372b2d-4dcd-49f8-b3d1-a3e8e6debfb3.png","url":"https://www.softwareadvice.co.nz/software/108153/epaypolicy","@type":"ListItem"},{"name":"Shoeboxed","position":19,"description":"Fetch Expense Reporting is a cloud-based expense tracking and reporting solution suitable for small and midsize businesses. It allows employees to upload expense receipts from their smartphones and claim reimbursement from their employers.\n\n\nEmployees can download Fetch Expense Reporting mobile app on their Android and iOS devices to submit expense and mileage details. A process-driven workflow takes and submits the employees' reimbursement request to their approvers. The approver can then verify the submitted claims, request for additional information and supporting documents and reject or make payments for approved claims. Managers can process reimbursement claims of their employees in batches or on the need basis.\n\n\nBusinesses can create multiple expense categories to save expense details in categorized orders. This helps businesses keep track of the expenses incurred in various categories like food, transportation, entertainment etc. The solution offers a per user per month subscription pricing and provides support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5a776eb9-deef-4216-b836-ac85cc34e19a.gif","url":"https://www.softwareadvice.co.nz/software/24615/shoeboxed","@type":"ListItem"},{"name":"TallyPrime","position":20,"description":"TallyPrime is a business management and accounting software designed to help organizations manage essential functions such as invoicing, accounting, inventory, banking, cash and credit management, taxation, payroll, and cost management. By consolidating multiple business operations into a single platform, TallyPrime simplifies processes and enables businesses to manage their day-to-day activities in a structured and efficient manner.\n\nTallyPrime is designed primarily for small and medium-sized enterprises across industries such as retail, manufacturing, and services. Its user-friendly interface and intuitive design make it easy to get started and manage routine tasks. By bringing financial and operational processes together, TallyPrime helps businesses streamline operations, maintain organized records, and gain better visibility into their performance, supporting informed decision-making.\n\nTallyPrime includes extensive reporting capabilities, with over 400+ reports that provide insights into financial and operational data. These reports can be generated quickly, customized to business needs, and used to monitor transactions, analyze trends, and review performance. Users can also access reports across devices, enabling business owners and managers to stay updated on operations from anywhere.\n\nThe software also supports automation of key business processes, helping reduce manual effort and improve consistency in financial record-keeping. This contributes to greater operational efficiency and removes errors. TallyPrime offers features that help manage cash and credit, and helps businesses maintain effective financial practices.\n\nOverall, TallyPrime offers an integrated approach to business management by combining financial and operational functions within a single software. It helps organizations streamline processes, maintain control over data, and improve business performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5968b291-4a29-4922-bd0e-749ec327b6f5.png","url":"https://www.softwareadvice.co.nz/software/17376/tally-erp-9","@type":"ListItem"},{"name":"Lendio","position":21,"description":"Sunrise is a cloud-based accounting application for small businesses and freelancers in all industries. Primary features include billing, invoicing, quote management, contact management, accounting, expense management and financial reporting.\n\n\nOther features include estimate creation, discount and refund processing, bank reconciliation, bank statement import, tax management and multiple-currency support. The software enables users to create customized invoices, mail them to clients and receive online payments.\n\n\nSunrise also has a recurring invoice feature that automatically sends invoices to clients and charges their credit card. The software can add discounts when applicable and processes refunds. The tax management module automatically adds taxes depending on the client’s location. The financial reporting module generates profit and loss reports, balance sheets, tax summaries, customer statements, accounts receivable and other reports.\n\n\nPricing is per month, and mobile applications for Android and iOS devices are available. Support is offered via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb1749db-c481-4fcc-9b83-254471c28c4d.jpeg","url":"https://www.softwareadvice.co.nz/software/33322/lendio","@type":"ListItem"},{"name":"Procurify","position":22,"description":"Procurify is a procurement and spend management software designed to automate the intake-to-pay process for organizations. It combines procurement, accounts payable, expense management, and payment workflows into a single platform supported by artificial intelligence. It is used by mid-market organizations across industries such as technology, healthcare, biotech, manufacturing, consumer packaged goods, education, charter schools, and nonprofit sectors.\n\nThe platform includes features that automate purchasing workflows, from request intake to receiving, invoice processing, and payment. Key functions include purchase request management, approval routing, purchase order generation, three-way matching, and automated invoice capture. Additional tools include contract management, vendor management, budget controls, spending cards for expense tracking, and PunchOut capabilities for supplier connections.\n\nProcurify offers real-time spend visibility through analytics dashboards and a Spend Analyst tool that identifies spending patterns and potential cost-saving opportunities. A mobile application allows users to manage procurement workflows remotely and includes receipt capture for expense reporting. Organizations can configure purchasing policies, approval workflows, and budget controls to support financial management across departments.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3cca2cdb-94f8-47bb-84da-11ea9f4e820c.jpeg","url":"https://www.softwareadvice.co.nz/software/3245/procurify","@type":"ListItem"},{"name":"Sage 300","position":23,"description":"Sage 300cloud (formerly Sage Accpac) is an enterprise resource planning (ERP) software system that serves small and medium-size businesses in professional services, financial services, public sector, and other markets such as distribution and wholesale.\n\n\nThe system supports multinational business finance management, with support for multiple currencies and locations. Users can manage multiple companies with features to close books and report results by company or consolidated company.\n\n\nSage 300cloud users can maintain an unlimited number of currencies and exchange rates, get daily updates, and automate the gains or losses from fluctuations. Inventory management features within the system allow users to ship orders on time from multiple locations and track inventory by location.\n\n\nSage 300cloud will also detect unrecorded transactions, errors, and differences, and correct them to reconcile books with bank statements.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7112afb8-9da1-4831-b7e3-5155aed46e56.jpeg","url":"https://www.softwareadvice.co.nz/software/219721/sage-300cloud","@type":"ListItem"},{"name":"FreeAgent","position":24,"description":"FreeAgent is award-winning online accounting software designed specifically for small businesses, freelancers and their accountants and bookkeepers. Over 100,000 customers use FreeAgent to manage their business accounts – all done simply, without confusing accounting jargon and with a friendly team of support accountants to help them stay on track.\n\nFreeAgent is packed full of big features for small businesses. The software helps business owners take care of their day-to-day admin, from managing expenses, running RTI-compliant payroll and time tracking, to creating and sending invoices and monitoring cashflow. \n\nOn top of this, FreeAgent has a personalised ‘Tax Timeline’ of upcoming deadlines and amounts due, as well as the functionality to file VAT, RTI and Self Assessment returns directly to HMRC.   FreeAgent is also Making Tax Digital compatible.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c2b4d8ab-7629-4fae-bff5-2bafe547a7ee.png","url":"https://www.softwareadvice.co.nz/software/33386/freeagent","@type":"ListItem"},{"name":"Accelo","position":25,"description":"Accelo is used and loved by professional service businesses around the world to manage their day-to-day operations with profitably in mind. The end-to-end cloud-based platform manages all aspects of project delivery, from prospect to payment, including sales, projects, tickets, retainers, timesheets, resourcing and more, regardless of where you are.\n\nWith an emphasis on time and money, the professional services automation suite gives you a holistic view of your most up-to-date business data and financial performance. Having client communications, activities and work centralized in a single platform, you always know where things are without having to ask for a status update.\n\nAccelo streamlines workflows and increases efficiency across the business and teams to enhance visibility and coordination, helping leaders to run the business and professionals to focus on the most important work. By harnessing powerful automation, managers are enabled to deliver projects on time and within budget with ease. Accelo's up-to-date and secure analytics gives leaders the confidence to make smart decisions, ensuring the growth and prosperity of the business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b4a91f72-3278-4834-8abe-faee2aa50402.png","url":"https://www.softwareadvice.co.nz/software/59422/accelo","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.nz/directory/301/insurance-software/software#itemlist","numberOfItems":25}
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